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Msfs Joe Grabar

Accredited Investment Fiduciary

Joe Grabar is the Founder and Managing Principal of Fortress Financial Partners, a comprehensive wealth planning and investment management firm based in Raleigh, North Carolina.1 With over 25 years of experience in the financial industry, he specializes in serving professionals, business owners, high net-worth families, and corporate retirement plan sponsors.1

Joe holds a Bachelor of Arts with a business concentration from Virginia Tech and a Master of Science in Financial Services from the Irwin Graduate School of the American College.1 He has obtained numerous professional certifications, including:

  • Certified Financial Planner (CFP®)
  • Chartered Market Technician (CMT®)
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Accredited Estate Planner (AEP®)
  • Accredited Asset Management Specialist (AAMS®)1

Joe has multiple FINRA securities registrations, including Series 6, 63, 7, 66, 53, 4, 99, and 24.1 He has received several honors and awards throughout his career, such as the National Quality Award from the National Association of Insurance & Financial Advisors and the Top of the Table Qualification from the Million Dollar Round Table.1

Outside of work, Joe resides in Raleigh with his wife Corey and their five children. He is an active member of Holy Trinity Anglican Church and supports Cornerstone Academy. In his free time, Joe enjoys spending time with family and friends, playing guitar and chess, going to the beach, and following the Virginia Tech Hokies.1

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Msfs Joe Grabar
Msfs Joe Grabar, photo 1
Msfs Joe Grabar, photo 2
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Location

Raleigh, North Carolina